Realta Investment Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.32M | Buy |
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|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $1.97M | Buy |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $366K | Sell |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $446K | Sell |
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|
2022
Q2 | $441K | Sell |
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|
2022
Q1 | $591K | Sell |
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|
2021
Q4 | $668K | Buy |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $528K | Buy |
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|
2020
Q4 | $399K | Buy |
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|
2020
Q3 | $330K | Buy |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $320K | Sell |
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|
2019
Q3 | $324K | Sell |
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|
2019
Q2 | $337K | Buy |
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|
2019
Q1 | $294K | Buy |
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